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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,562 | $211,105-88.4% | $178,449-86.2% | $145,978-83.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -15.05% | 30.19%-45.2pp | 27.09%-42.1pp | 550.52%-565.6pp |
| Employer contribution / active EE | $120 | $4,569-97.4% | $3,951-97.0% | $4,662-97.4% |
| Participant deferral / active EE | $11,679 | $6,959+67.8% | $6,277+86.1% | $6,690+74.6% |
| Admin fee / account holder | $5,002 | $12,017-58.4% | $10,362-51.7% | $13,400-62.7% |